Function #50: Schedule Calls to records

Function #50: Schedule Calls to records



Welcome back everyone!

Last week's function was about changing ownership of multiple records concurrently. This week, it's going to be about scheduling calls for records in various modules.


Business scenario


Calls are an integral part of most sales routines.. Sales, Management, Support, all the branches of the business structure would work in cohesion only through calls. You could say they are akin to engine oil, which is required by the engine to make all of it's components function perfectly.

CRM allows to make or take calls directly from the interface, instead of calling from a separate phone. And through this interface, calls can be facilitated within CRM. And while this is a handy feature, a peculiar issue pops up when the call process is automated. Call scheduling cannot be automated, but they could be scheduled as a task. And when the task reminder pops up, agent can make the call.

Wouldn't it be better to directly schedule the call? Many of our customers have been asked for options to automate call scheduling and the Function I'm sharing this week helps you do just that.


Getting started with the function

  1. Go to Setup > Customization > Modules and Fields > Leads > Links and buttons > + Create new button.
  2. Provide a name for the button. For example: "Schedule Call". Add a description(optional).
  3. Select the placement of the button as View page.
  4. Select the action to be performed as "Writing function".
  5. Copy the code given below.
  6. Click “Edit arguments”.
  7. Enter the name as “leadId” and select the value as “Lead Id”.
  8. Click Save&Execute Script.
  9. Save the script.
  10. Select the profiles who can view this button.
  11. Click Save.

The Code

-----------------------------------------------------------------------------------------------------------------------


leadDetails = zoho.crm.getRecordById("Leads", input.leadId);
createdtime = ifnull(leadDetails.get("Created_Time"),"").toTime("yyyy-MM-dd'T'HH:mm:ss").addDay(3);
mp = map();
mp.put("Subject", "Cold Call");
mp.put("Owner", ifnull(leadDetails.get("Owner"),"").get("id"));
mp.put("Call_Type", "Outbound");
mp.put("$se_module", "Leads");
mp.put("What_Id", input.leadId);
mp.put("Call_Start_Time", createdtime.toString("yyyy-MM-dd'T'HH:mm:ss+05:30"));
mp.put("$which_call", "ScheduleCall");
create = zoho.crm.create("Calls", mp);
info mp;
info create;
return "Success";

-----------------------------------------------------------------------------------------------------------------------

Note

  • The code given above works only for V2 version of Zoho APIs. Please note that the code WILL NOT work for Version 1.0 APIs.
  • You need to set this function under a Module, like 'Leads'. You can also set this function to trigger for any module you want.

Found this useful? Try it out and let me know how it works! If you have questions, do not hesitate to ask! Do check out other functions shared in this series here.

See you all next week with another interesting function. Ciao!


            • Sticky Posts

            • Function #50: Schedule Calls to records

              Welcome back everyone! Last week's function was about changing ownership of multiple records concurrently. This week, it's going to be about scheduling calls for records in various modules. Business scenario Calls are an integral part of most sales routines.. Sales, Management, Support, all the branches of the business structure would work in cohesion only through calls. You could say they are akin to engine oil, which is required by the engine to make all of it's components function perfectly. CRM
            • Custom Function: Tracking the Case Closed time

              Scenario: Tracking the Case Closed time   We create cases and close them but how do we keep track of the details on when the case was closed? This custom function helps you track the closed time of a case, in a custom date-time field. You can then generate reports based on the closed time. You need to have a custom date time field to update the Closed Time. Please follow these steps: Log in to Zoho CRM with administrative privileges. Click Setup > Automation > Workflow > Create Rule. In the New Rule
            • Function-2: Round-Robin assignment of records

              Welcome back folks! Last week, we saw how to update sales commission in quotes using a custom function. This week, let's see an interesting use case asked by many of you - auto-assignment records by round-robin method. Business scenario: Right now, the solution allows you to auto-assign leads from web form and imported lists. Let us look at a need where you want to auto-assign leads from in-bound calls in a round-robin method, across modules. Prerequisite: You must create a permanent record in the
            • Function #37: Create a Purchase Order from a Quote

              Welcome back everyone! Last week, we learnt how to calculate the total number of activities for a lead and further take note of the activity count for particular dates. For instance, from the period of Demo to Negotiation. This week, let's look at a function that lets you create a Purchase Order instantly from a Quote. Business scenario: In any form of business, one of the most important things to do is to document the transactions. Naturally, negotiation, signing an agreement, placing an order,
            • Function-1: Compute and update sales commission in quotes.

                Welcome back folks! In this week's custom functions series, we've picked a requirement that has often been asked by users! Business requirement: In most sales organizations, commissions are an integral part of the extrinsic rewards program, contributing significantly to the sales person’s compensation package. Sales commission is usually calculated as a percentage of revenue generated by the sales person. What if your sales team is enabled with an option to check their sales commission associated

            Zoho Pagesense Resources

              Zoho SalesIQ Resources



                    Zoho TeamInbox Resources

                      Zoho DataPrep Resources



                        Zoho CRM Plus Resources

                          Zoho Books Resources


                            Zoho Subscriptions Resources

                              Zoho Desk Resources

                                Zoho Projects Resources


                                  Zoho Sprints Resources


                                    Qntrl Resources


                                      Zoho Creator Resources


                                        Zoho WorkDrive Resources




                                            Zoho Campaigns Resources

                                              Zoho CRM Resources

                                                      Design. Discuss. Deliver.

                                                      Create visually engaging stories with Zoho Show.

                                                      Get Started Now


                                                        Zoho Show Resources